LWL
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Leo Wealth LLC’s iShares Global REIT ETF REET Stock Holding History

Leo Wealth LLC’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,845
Closed -$345K – 474
2025
Q4 		$345K Buy
13,845
+74
+0.5% +$1.87K 0.03% 321
2025
Q3 		$352K Sell
13,771
-5,923
-30% -$149K 0.05% 215
2025
Q2 		$486K Buy
19,694
+399
+2% +$9.67K 0.04% 237
2025
Q1 		$468K Sell
19,295
-264
-1% -$6.43K 0.07% 180
2024
Q4 		$469K Buy
19,559
+181
+0.9% +$4.62K 0.04% 242
2024
Q3 		$517K Buy
19,378
+97
+0.5% +$2.45K 0.05% 217
2024
Q2 		$448K Sell
19,281
-968
-5% -$22.1K 0.05% 230
2024
Q1 		$479K Sell
20,249
-13
-0.1% -$304 0.05% 218
2023
Q4 		$490K Buy
+20,262
New +$443K 0.05% 208

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return